208. Ringing in August with CRE Green Shoots; What Can Go Wrong?

The TreppWire Podcast: A Commercial Real Estate Show

English - August 02, 2023 00:00 - 43 minutes - 55.1 MB
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Previous Episode: 207. Frisky Business: Solid Economic Data, Stocks Surging, CRE Sales. Are we Back?

Next Episode: 209. Soft Landing Doesn’t Mean No Turbulence; WeWork Exposure; Where to Hide in CMBS

In this week’s episode, we ‘ring’ in a new month with some green shoots for the commercial real estate market. The team explains why they are either buyers or sellers given the latest data. We run through the latest CMBS delinquency readings, retail news, office headlines, and more on multifamily expense data. Tune in now.

Episode Notes:

• Positive news, what can go wrong?(0:23)
• CMBS delinquencies (12:39)
• Retail news to know(15:36)
• Office crabgrass (22:18
• Office green shoots (26:03)
• More on multifamily expenses (34:16)
• Shoutouts (35:46)
• Buyers or sellers in the market (38:30)

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